RW Investment Management LLC
All 13F Filings
- Location
- Eagle, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,139,173
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 115 | 1,139,173 | 13F-HR | RW Investment Management LLC |
| Q1 2026 | 4/28/2026 | 113 | 1,033,232 | 13F-HR | RW Investment Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.45 K | 7.1% | 15.53 K | 0 | 15.53 K |
| ETFs | 948.9 K | 83.3% | 86.49 K | 0 | 86.49 K |
| Debt | 108.8 K | 9.6% | 3.93 K | 0 | 3.93 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
1,139,173
Holdings
115
QoQ value change ($000)
105,941
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.